Texas Instruments Incorporated $TXN Shares Sold by Comerica Bank

Comerica Bank cut its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 4.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 241,936 shares of the semiconductor company’s stock after selling 11,344 shares during the period. Comerica Bank’s holdings in Texas Instruments were worth $41,973,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. Ashton Thomas Private Wealth LLC boosted its stake in Texas Instruments by 2.6% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 9,135 shares of the semiconductor company’s stock worth $1,585,000 after purchasing an additional 228 shares in the last quarter. Aprio Wealth Management LLC boosted its stake in Texas Instruments by 21.6% in the 4th quarter. Aprio Wealth Management LLC now owns 2,401 shares of the semiconductor company’s stock worth $453,000 after purchasing an additional 427 shares in the last quarter. Physician Wealth Advisors Inc. boosted its stake in Texas Instruments by 9.2% in the 4th quarter. Physician Wealth Advisors Inc. now owns 1,345 shares of the semiconductor company’s stock worth $233,000 after purchasing an additional 113 shares in the last quarter. Atlas Legacy Advisors LLC boosted its stake in Texas Instruments by 27.3% in the 4th quarter. Atlas Legacy Advisors LLC now owns 3,586 shares of the semiconductor company’s stock worth $629,000 after purchasing an additional 769 shares in the last quarter. Finally, Verdence Capital Advisors LLC boosted its stake in Texas Instruments by 40.7% in the 4th quarter. Verdence Capital Advisors LLC now owns 9,057 shares of the semiconductor company’s stock worth $1,571,000 after purchasing an additional 2,621 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

TXN opened at $276.98 on Monday. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $287.83. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $252.18 billion, a PE ratio of 47.43, a P/E/G ratio of 1.46 and a beta of 1.01. The firm has a 50 day moving average of $209.09 and a two-hundred day moving average of $191.22.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same period last year, the firm posted $1.23 EPS. Texas Instruments’s revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts anticipate that Texas Instruments Incorporated will post 7.28 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s payout ratio is 97.26%.

Analyst Ratings Changes

A number of research firms recently commented on TXN. Robert W. Baird lifted their target price on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday. Wolfe Research reissued an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a research report on Thursday. Jefferies Financial Group raised their price target on shares of Texas Instruments from $210.00 to $260.00 and gave the stock a “hold” rating in a research report on Thursday. Rosenblatt Securities raised their price target on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, The Goldman Sachs Group raised their price target on shares of Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $257.68.

Trending Headlines about Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Q1 beat and raised outlook — TXN reported $1.68 EPS (above estimates) and revenue of $4.83B, and management gave Q2 guidance above consensus, which is the primary catalyst for the rally. Read More.
• Positive Sentiment: Data-center demand surge — Management said data‑center revenue jumped sharply (reports cite ~90% growth), validating TXN’s role in the AI/data-center buildout and driving near-term upside. Read More.
• Positive Sentiment: Analyst upgrades and price-target hikes — Multiple firms (BofA, Rosenblatt, Robert W. Baird, JPMorgan, others) raised ratings/targets after the quarter, adding momentum and buy-side conviction. Read More.
• Positive Sentiment: Strategic M&A — TXN announced acquisition of Silicon Labs to add embedded wireless connectivity, reinforcing its push into industrial edge and AI use cases that could expand addressable market. Read More.
• Neutral Sentiment: Industrial demand mix — Management highlighted industrial strength alongside data centers; investors will be watching sustainability of both end markets into FY26. Read More.
• Negative Sentiment: Valuation and profit-taking risk — The rapid run-up has pushed valuation metrics higher (PE expansion), prompting caution that some gains reflect re-rating rather than only fundamental improvement; a few firms still hold conservative/neutral stances. Read More.
• Negative Sentiment: Mixed price-target signals — While many banks raised targets, at least one large shop set an equal‑weight/near‑term target below the rally level, underscoring divergent views on durability of demand. Read More.

Insider Activity

In other news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the transaction, the vice president directly owned 42,488 shares of the company’s stock, valued at $9,805,805.52. The trade was a 13.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. This trade represents a 22.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 114,284 shares of company stock worth $25,531,935. 0.60% of the stock is currently owned by corporate insiders.

Texas Instruments Company Profile

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.